Michael Rodenbaugh, CFP®, CFA®, CPA
FOUNDER
Mike founded Boardwalk Financial Strategies to help families achieve their financial goals. His personal approach and depth of knowledge in investments, as well as tax and estate planning, formed the basis for his integrated approach to wealth management.
Prior to founding Boardwalk Financial Strategies, Mike provided financial and investment guidance to high net worth individuals and families as a Senior Consultant at Altair Advisers LLC, a wealth advisory firm, and through the Private Client Advisors group within Deloitte, a multi‐national accounting firm. He started his career as an accountant with Deloitte, where he performed and directed financial statement audits of public and private entities.
Mike served for 10 years on the investments and grants committee of the ProHealth Care Foundation board, and was a former board member and past president of the Milwaukee Estate Planning Forum, an association of the area’s top legal, financial, and tax professionals. He has served as a subject matter expert for the Certified Financial Planner Board of Standards, contributing to the development and review of examination questions for the CFP® Certification Examination. Mike is also a member of the CFA Society of Milwaukee, the Waukesha Estate Planning Council, and the American Institute of Certified Public Accountants.
He graduated from the University of Illinois with honors in Accountancy, and is proud to have successfully passed over 40 hours of testing to earn the CERTIFIED FINANCIAL PLANNER™ certificant (CFP®), Chartered Financial Analyst® charterholder (CFA®) and Certified Public Accountant (CPA) designations.
Mike and his wife Heidi, along with their three children, live in the Lake Country area in the western suburbs of Milwaukee. Outside of work, Mike enjoys golfing and cheering on his kids at their sporting events. Conveniently, a curling club sits just two miles from their doorstep—an opportunity he’s fully embraced, becoming an enthusiastic curler.